Sze Family Charitable Foundation

CAMBRIDGE, MA EIN: 47-6437037

Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$432K

+13.5% YoY

Revenue

$8K

-127.5% YoY

Net Investment Income

-100.0% YoY

Expenses

$14K

-87.2% YoY

Under IRS private-foundation payout rules, Sze Family Charitable Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Sze Family Charitable Foundation

Based on IRS filings

Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BerkeleyBostonCambridgeKansas CityOaklandPittsburghRichmondSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$85K$127K$169K20202021202220232024
Metric202420232022
Total Assets$431,514$380,190$361,726
Revenue$7,799$-28,348$-23,262
Expenses$14,273$111,289$36,887
Qualifying Distributions$110,000$25,000
Net Investment Income$6,296
Distributable Amount$20,260$21,546$19,140

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$63K$94K$125K6 grants20205 grants20212 grants20222 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

13<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CECILIA SZETRUSTEE1
MICHAEL SZETRUSTEE1
CAMILLE W SZETRUSTEE1
JOCELYN A SZETRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sze Family Charitable Foundation?

Sze Family Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CAMBRIDGE, MA. It holds $432K in total assets as of 2024.

How large is Sze Family Charitable Foundation?

As of 2024, Sze Family Charitable Foundation holds $432K in total assets with $8K in annual revenue.

Where does Sze Family Charitable Foundation operate?

Sze Family Charitable Foundation has awarded grants in California, Massachusetts, Missouri, Pennsylvania.

How much is Sze Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sze Family Charitable Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sze Family Charitable Foundation's EIN?

Sze Family Charitable Foundation's EIN (Employer Identification Number) is 47-6437037. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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